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IHT Wealth Management’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

IHT Wealth Management’s Portfolio QCLN Stock Details QCLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,831
Closed -$243K – 1178
2024
Q3 		$243K Buy
6,831
+783
+13% +$27.4K 0.01% 1004
2024
Q2 		$205K Sell
6,048
-672
-10% -$23.3K 0.01% 952
2024
Q1 		$233K Sell
6,720
-1,636
-20% -$58K 0.01% 893
2023
Q4 		$352K Sell
8,356
-32,095
-79% -$1.22M 0.02% 707
2023
Q3 		$1.72M Buy
40,451
+582
+1% +$28.4K 0.09% 216
2023
Q2 		$2.04M Sell
39,869
-619
-2% -$29.9K 0.11% 186
2023
Q1 		$2.11M Buy
40,488
+2,597
+7% +$136K 0.12% 166
2022
Q4 		$1.79M Buy
37,891
+299
+0.8% +$16.4K 0.11% 188
2022
Q3 		$2.14M Sell
37,592
-6,910
-16% -$422K 0.16% 139
2022
Q2 		$2.32M Sell
44,502
-7,591
-15% -$416K 0.2% 106
2022
Q1 		$3.37M Sell
52,093
-9,819
-16% -$583K 0.26% 84
2021
Q4 		$4.21M Buy
61,912
+4,667
+8% +$336K 0.31% 68
2021
Q3 		$3.58M Sell
57,245
-12,078
-17% -$791K 0.29% 75
2021
Q2 		$4.8M Sell
69,323
-70,775
-51% -$4.5M 0.3% 68
2021
Q1 		$9.61M Buy
140,098
+85,783
+158% +$6.59M 0.69% 26
2020
Q4 		$3.81M Buy
54,315
+13,235
+32% +$754K 0.32% 66
2020
Q3 		$1.82M Buy
41,080
+24,484
+148% +$939K 0.18% 123
2020
Q2 		$493K Buy
16,596
+2,409
+17% +$61.4K 0.07% 296
2020
Q1 		$284K Sell
14,187
-595
-4% -$15.1K 0.04% 403
2019
Q4 		$368K Buy
14,782
+2,440
+20% +$55.1K 0.04% 393
2019
Q3 		$264K Buy
+12,342
New +$267K 0.04% 457
2018
Q2 		– Sell
-1,057
Closed -$20K – 1118
2018
Q1 		$20K Buy
1,057
+294
+39% +$5.99K 0.01% 985
2017
Q4 		$16K Buy
+763
New +$15.4K ﹤0.01% 1056

Other funds holding QCLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

IHT Wealth Management's QCLN Position: Q4 2024 in Review

IHT Wealth Management sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q4 2024, closing a stake of 6,831 shares — an estimated $243K sold.

IHT Wealth Management first reported a position in QCLN in Q4 2017 and held it in 23 quarters. The position peaked at $9.61M in Q1 2021. 174 funds tracked by Wall St. Rank hold QCLN as of Q4 2024.

  • IHT Wealth Management reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 6,831 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q4 2024, an estimated $243K.
  • IHT Wealth Management first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2017 and held it in 23 quarters.
  • IHT Wealth Management's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $9.61M in Q1 2021.
  • 174 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.